J.D. Byrider Systems, LLC's EIN is 35-1969979.
Download the official 2024 Form 5500 (PDF) for J.D. Byrider Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.D. Byrider Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AND ELM INVESTMENT ADVISERS | 27-1332437 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 37,521 | Common Collective Trusts | — | — | $7.7M | 18.4% | |
| JPMorgan Large Cap Growth Fund Class R6 66,044 | Other securities | — | — | $5.5M | 13.3% | |
| MFS Value Fund R6 75,568 | Mutual Funds | — | — | $3.7M | 8.8% | |
| Dodge and Cox Income Fund X 232,718 | Mutual Funds | — | — | $2.9M | 6.9% | |
| American Funds EuroPacific Growth Fund R6 48,972 | Mutual Funds | — | — | $2.6M | 6.3% | |
| Standard Stable Asset Fund A 74,759 | Other securities | — | — | $2.6M | 6.3% | |
| REGISTERED INVESTMENT COMPANIES American Century Small Cap Value R6 158,338 | Other securities | — | — | $1.7M | 4.0% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 19,515 | Other securities | — | — | $1.5M | 3.7% | |
| Vanguard Mid Cap Value Index Fund Admiral 16,149 | Common Collective Trusts | — | — | $1.4M | 3.3% | |
| Invesco Discovery Fund 9,744 | Mutual Funds | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2045 Fund K 54,869 | Other securities | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2050 Fund K 51,589 | Other securities | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2035 Fund K 61,140 | Other securities | — | — | $1.2M | 2.8% | |
| BlackRock LifePath Index 2040 Fund K 54,506 | Other securities | — | — | $1.1M | 2.7% | |
| BlackRock LifePath Index Retirement Fund K 80,230 | Other securities | — | — | $1.1M | 2.7% | |
| BlackRock LifePath Index 2055 Fund K 44,568 | Other securities | — | — | $1.1M | 2.6% | |
| BlackRock LifePath Index 2030 Fund K 51,664 | Other securities | — | — | $882K | 2.1% | |
| Fidelity U.S. Bond 80,674 | Mutual Funds | — | — | $824K | 2.0% | |
| MFS International Diversification Fund R6 25,349 | Mutual Funds | — | — | $579K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-8.50%, with maturities through August 2029 0 | Bonds / Notes | — | — | $488K | 1.2% | |
| BlackRock LifePath Index 2060 Fund K 16,602 | Other securities | — | — | $358K | 0.9% | |
| Vanguard Balanced Index Fund Admiral 7,060 | Common Collective Trusts | — | — | $342K | 0.8% | |
| BlackRock LifePath Index 2065 Fund K 19,410 | Other securities | — | — | $295K | 0.7% | |
| Fidelity Mid Cap Index Fund 3,205 | Common Collective Trusts | — | — | $108K | 0.3% | |
| Fidelity Total Intl Index Fund 5,391 | Common Collective Trusts | — | — | $72K | 0.2% | |
| Fidelity Small Cap Index Fund 2,489 | Common Collective Trusts | — | — | $69K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | 71-1004774 | — | NONE | $6K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $0 | — |
